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Name Holding Trade Value Shares
Change 		Change in
Stake
SC
701
Sawyer & Company
Massachusetts
$4.8M -$182K -1,690 -4%
ASN
702
Advisory Services Network
Georgia
$4.8M -$18.9K -176 -0.4%
MA
703
Montag & Associates
Georgia
$4.78M +$898K +8,359 +24%
SW
704
Solidarity Wealth
Utah
$4.78M +$354K +3,297 +8%
MWM
705
Marietta Wealth Management
Georgia
$4.75M +$14.9K +139 +0.3%
KRSITF
706
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.73M -$213K -1,981 -4%
QWP
707
Quotient Wealth Partners
Texas
$4.73M +$4.68M +43,594 New
EF
708
Empirical Finance
Pennsylvania
$4.73M +$20.8K +194 +0.4%
LIM
709
Leavell Investment Management
Alabama
$4.71M +$73.6K +685 +2%
DCM
710
Donaldson Capital Management
Indiana
$4.69M -$105K -973 -2%
AF
711
Alerus Financial
North Dakota
$4.68M -$79.7K -742 -2%
BRCM
712
Bright Rock Capital Management
Massachusetts
$4.67M – – –
ACA
713
Aptus Capital Advisors
Alabama
$4.64M +$1.07M +9,937 +30%
SWS
714
SYSTM Wealth Solutions
Illinois
$4.62M +$133K +1,234 +3%
TI
715
Tidal Investments
Wisconsin
$4.62M -$2.2M -20,458 -32%
PAM
716
Palisade Asset Management
Minnesota
$4.61M +$62.2K +579 +1%
LA
717
Legacy Advisors
Pennsylvania
$4.59M -$688K -6,403 -13%
MJP
718
Michael J. Puzo
$4.57M +$174K +1,618 +4%
BIA
719
Biondo Investment Advisors
Pennsylvania
$4.55M +$12.4K +115 +0.3%
SCA
720
Snowden Capital Advisors
New York
$4.55M +$130K +1,212 +3%
WBC
721
Westpac Banking Corp
Australia
$4.54M +$2.84M +26,467 +172%
AAS
722
Avantax Advisory Services
Texas
$4.51M -$910K -8,472 -17%
HI
723
Human Investing
Oregon
$4.5M +$290K +2,695 +7%
CAG
724
Crestwood Advisors Group
Massachusetts
$4.49M -$90.7K -844 -2%
IMCOOI
725
Investment Management Corp of Ontario (IMCO)
Canada
$4.49M +$4.44M +41,336 New
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